How it works
One platform for the whole commercial workflow
Budgets, purchase orders, invoices, subcontracts and CVRs, each document linked to the next, with approvals and a full audit trail throughout. Enter data once; it flows everywhere it’s needed.
Commercial management
Budgets that work like your spreadsheets, without the fragility
Interactive, spreadsheet-like formats for your budgets, so the day-to-day feels familiar from the first afternoon. The difference: every figure is standardised, auditable and connected to the documents behind it.
- Import bill of quantities and budgets from Excel, or any format. AI does the keying; you review before it lands
- Budgets you can work in cell-by-cell, like the sheets you know
- Variations tracked from instruction through to agreed value
- Valuations recorded against the budget, no side files
Riverside Depot - Budget · Rev C
Editing| Work package | Budget | Committed | Forecast | Var | |
|---|---|---|---|---|---|
| 1 | Groundworks & drainage | £398,000 | £412,800 | £415,200 | −£17,200 |
| 2 | Frame & upper floors | £1,240,000 | £1,208,400 | £1,221,000 | +£19,000 |
| 3 | M&E first fix | £350,000 | £356,700 | £358,400 | −£8,400 |
| 4 | VO-014Attenuation tank redesign | £12,400 | Agreed | ||
| 5 | Totals | £4,286,000 | £4,214,300 | £4,268,900 | +£17,100 |
Costs flow to CVR · Period 8 →
Cost value reconciliation
A CVR in minutes, not a weekend
Because budgets, invoices, journals, orders and subcontractors already live in the platform, your CVR assembles itself. Month-end becomes a review, not a rebuild, and every project reports the same way.
- Costs pulled automatically from invoices, orders and contracts
- Live cost vs value position, updated as data lands
- One click to a board-ready period report
- Full audit and lineage of every figure
Riverside Depot - CVR · Period 8
LiveCost to date
£2.96m
Value to date
£3.03m
Margin
+2.4%
Forecast final margin
+3.1%
| Element | Cost | Value | Margin |
|---|---|---|---|
| Substructure | £412,800 | £446,200 | +7.5% |
| Superstructure - frame | £1,208,400 | £1,252,900 | +3.7% |
| External envelope | £684,100 | £659,300 | −3.6% |
| M&E first fix | £356,700 | £371,500 | +4.1% |
| Preliminaries | £298,000 | £301,000 | +1.0% |
Invoices & purchase orders
Every cost captured once and linked to everything
Raise purchase orders, track call-offs on site, and match invoices against them. Approvals run through configurable workflows with full auditing, and approved costs flow straight into the CVR and out to your accounts.
- Invoices read straight from the PDF and matched to their purchase order
- Approvals with a full audit trail on every order and invoice
- CIS deductions and VAT (including reverse charge) handled
- Push approved invoices to your accounting software
- Call-offs tracked on site against the order
Invoice INV-2841 - Fenwick Groundworks
Stage 2 of 3| Labour - drainage crew | £18,400 |
| Materials - pipework & bedding | £9,850 |
| CIS deduction (20% on labour) | −£3,680 |
| VAT - domestic reverse charge | £0 |
| Payable | £24,570 |
Approvals
- ✓Raised
J. Taylor · Site QS · 10 Jul - ✓Commercial review
Auto-approved · within PO - Director sign-off
Pending · R. Clarke
Posts to Xero on final approval, no re-keying
Also: QuickBooks · Sage
Subcontractors
Subcontractor accounts without the paper chase
Manage each subcontract from order to final account: payment applications, variations and approvals in one place, with the full history behind every figure.
- Payment applications recorded and tracked per contract
- Variations from instruction to agreed value
- Approvals with full auditing at every stage
Subcontract - Hartley Building Services · M&E first fix
App 08Original sum
£342,000
Agreed variations
+£14,700
Revised sum
£356,700
| Applied to date | £356,700 |
| Certified to date | £342,100 |
| Retention held (3%) | −£10,263 |
| Paid to date | £318,500 |
Application 08 - £14,600
Awaiting certification| VO-03 | Additional containment - Level 2 | +£8,200 | Agreed |
| VO-05 | Rework to riser layout | £6,500 | In review |
Certified value flows to CVR → M&E first fix
AI, built in
AI does the assembly. You do the judgement.
AI isn’t bolted on for the brochure; it’s how the platform kills the data-keying that makes month-end miserable. And nothing it produces is a black box: every output is reviewable, and every figure traces back to source.
Import any data
Bill of quantities and budgets lifted from the spreadsheets estimating already produced, in Excel or any format. AI does the keying; you review before anything lands.
Invoice extraction
Invoices read straight from the PDF and matched to their purchase order. The twenty-emails-out, twelve-back approval chase disappears.
Chat with your data
Plain-English questions, answered from the project’s own numbers: what have we spent with this subcontractor, what moved in this cost code. Every figure traceable to source.
The assistant also guides your team through the platform as they go. You stay in control of every number.
Built into everything
The foundations under every workflow
Approvals
Configurable, multi-stage approval processes for orders, invoices and contracts, with auto-approval rules so routine items flow through and only the exceptions need a human. Every decision is logged.
Document management
A full file system for every project. Drawings, contracts and correspondence live alongside the commercial documents they relate to: linked to budgets, orders and contracts, not lost in a shared drive.
Auditing throughout
Every figure, document and approval records who did what, when. When a number is questioned six months later, the answer is one click away, not an archaeology exercise.
The fastest way to judge it: see your own workflow in it
Bring a real project to the demo and we’ll walk it through the platform together.